Voleon Capital Management’s Brown & Brown BRO Stock Holding History

Voleon Capital Management’s Portfolio BRO Stock Details BRO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-3,258	Closed	-$306K	–	813
2025 Q3	$306K	Buy	3,258 +999	+44%	+$97.4K	0.01%	712
2025 Q2	$250K	Buy	+2,259	New	+$254K	0.01%	433

Other funds holding BRO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Voleon Capital Management's BRO Position: Q4 2025 in Review

Voleon Capital Management sold out of Brown & Brown (BRO) in Q4 2025, closing a stake of 3,258 shares — an estimated $306K sold.

Voleon Capital Management first reported a position in BRO in Q2 2025 and held it in 2 quarters. The position peaked at $306K in Q3 2025. 889 funds tracked by Wall St. Rank hold BRO as of Q4 2025.

Voleon Capital Management reported no remaining Brown & Brown position as of Q4 2025 after selling out during the quarter.
Voleon Capital Management sold 3,258 Brown & Brown shares in Q4 2025, an estimated $306K.
Voleon Capital Management first reported a position in Brown & Brown in Q2 2025 and held it in 2 quarters.
Voleon Capital Management's Brown & Brown position peaked at $306K in Q3 2025.
889 funds tracked by Wall St. Rank held Brown & Brown as of Q4 2025.

Based on Voleon Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.